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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Amazon AMZN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.62M Buy
11,000
+3,643
+50% +$914K 0.71% 24
2026
Q1 		$1.53M Buy
7,357
+768
+12% +$169K 0.45% 35
2025
Q4 		$1.52M Buy
6,589
+2,323
+54% +$531K 0.45% 37
2025
Q3 		$937K Buy
4,266
+629
+17% +$142K 0.3% 53
2025
Q2 		$798K Sell
3,637
-625
-15% -$124K 0.27% 60
2025
Q1 		$811K Buy
4,262
+383
+10% +$83.1K 0.3% 56
2024
Q4 		$851K Buy
3,879
+756
+24% +$155K 0.34% 46
2024
Q3 		$582K Buy
3,123
+652
+26% +$119K 0.3% 47
2024
Q2 		$478K Buy
2,471
+17
+0.7% +$3.12K 0.27% 50
2024
Q1 		$443K Sell
2,454
-16
-0.6% -$2.67K 0.29% 57
2023
Q4 		$375K Buy
2,470
+284
+13% +$39.8K 0.24% 57
2023
Q3 		$278K Sell
2,186
-37,124
-94% -$4.97M 0.2% 68
2023
Q2 		$287K Buy
39,310
+36,784
+1,456% +$4.2M 0.21% 64
2023
Q1 		$261K Buy
2,526
+55
+2% +$5.31K 0.21% 65
2022
Q4 		$208K Buy
+2,471
New +$244K 0.18% 68

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AMZN Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Amazon (AMZN) stake by 50% in Q2 2026, buying an estimated $914K and bringing the position to 11,000 shares worth $2.62M. The position accounts for 0.71% of the portfolio, ranked #24.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AMZN in Q4 2022 and has held it in 15 quarters since. 3,954 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 11,000 shares of Amazon worth $2.62M as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 3,643 Amazon shares in Q2 2026, an estimated $914K.
  • Amazon made up 0.71% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #24 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Amazon in Q4 2022 and has held it in 15 quarters since.
  • 3,954 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.